FMP

FMP

Post Holdings, Inc. (NYSE:POST) Quarterly Earnings Preview

  • Post Holdings is expected to report an EPS of $1.92 and revenue of $2.25 billion for the quarter ending September 2025, indicating significant year-over-year growth.
  • The company's performance is bolstered by its 8th Avenue unit, increased seasonal demand, and strong momentum in its cold-chain and foodservice units.
  • With a P/E ratio of 16.27 and a price-to-sales ratio of 0.73, Post Holdings showcases a solid market valuation and liquidity position.

Post Holdings, Inc. (NYSE:POST) is set to release its quarterly earnings on November 20, 2025, after the market closes. Analysts on Wall Street predict an earnings per share (EPS) of $1.87 and revenue of approximately $2.25 billion. Post Holdings is a consumer packaged goods company known for its diverse range of food products, including cereals and refrigerated foods. The company competes with other major food manufacturers in the industry.

For the quarter ending September 2025, Post Holdings is expected to report an EPS of $1.92, a 25.5% increase from the previous year. This growth is supported by a projected revenue of $2.25 billion, reflecting an 11.8% rise from the same quarter last year. Despite a 5.1% downward revision in the consensus EPS estimate over the past 30 days, the company is still anticipated to deliver strong results.

Post Holdings' performance is driven by gains from its 8th Avenue unit, increased seasonal demand for cereals, and strong momentum in its cold-chain and foodservice units. The company has consistently delivered an average earnings surprise of 21.4% over the last four quarters. Improved egg and potato volumes, along with healthy breakfast traffic, support its cold-chain operations, while cost optimization and stable profitability in the foodservice sector contribute to the positive outlook.

The Zacks Consensus Estimate projects Post Holdings' EPS at $1.92, with revenues reaching approximately $2.25 billion. The actual results compared to these estimates could significantly influence the stock's near-term price movement. If the earnings exceed expectations, the stock may rise, whereas a miss could lead to a decline. The management's discussion during the earnings call will be crucial in assessing the sustainability of any immediate price changes and future earnings expectations.

Post Holdings has a price-to-earnings (P/E) ratio of approximately 16.27, indicating the market's valuation of its earnings. The company's price-to-sales ratio is 0.73, suggesting that investors are paying 73 cents for every dollar of sales. With a debt-to-equity ratio of 1.84, Post Holdings highlights its use of debt financing relative to equity. The current ratio of 2.60 suggests a strong liquidity position to cover short-term liabilities.